Jason Stephens, Managing Director at UBS in Naples, was just named by Forbes Magazine as No. 8 Best-in-State Wealth Advisor South Florida for 2018. At last count there were over 280,000 registered advisors throughout the US. This is a great achievement to be recognized by Forbes Magazine in the inaugural ranking of Americas Top Wealth Advisers. “My sole mission over the past 19 years is to help my clients grow, preserve, and enjoy the money they worked so hard to build” says Stephens.
The Forbes ranking is one of a growing list of achievements including multiple years ranked by Barron’s magazine as a top 1000 advisor in the US for 2013-2017, Financial Times Top 400 advisors in America 2016 and On Wall Street Top 40 under 40 advisor in America 2015. In addition Stephens gives back to the local community of Southwest Florida through active involvement in numerous local charity boards and sponsorships.
Accolades are independently determined and awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Accolades can be based on a variety of criteria, including length of service, compliance records, client satisfaction, assets under management, revenue, type of clientele and more. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures